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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,896 | $97,550-42.7% | $120,344-53.6% | $87,485-36.1% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.7%-4.3pp | 68.9%+3.5pp |
| Annual return | 10.22% | 18.41%-8.2pp | 20.30%-10.1pp | 26.06%-15.8pp |
| Employer contribution / active EE | $2,377 | $2,291+3.8% | $3,020-21.3% | $2,596-8.4% |
| Participant deferral / active EE | $1,348 | $4,230-68.1% | $5,135-73.7% | $4,274-68.5% |
| Admin fee / account holder | $2,642 | $9,543-72.3% | $12,742-79.3% | $7,775-66.0% |